Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

1. Provider App

Showing 1860 of 2044

2 VOTE

Allow ERA to auto process with posted client payment

When you automate ERA processing, an ERA will not auto process if there is a client payment posted to an invoice. Our practice collects copays and coinsurance at time of service, so the vast majority of our invoices have client payments posted to ...

Guest over 1 year ago in Billing & Payments 0 Future consideration

2 VOTE

Upload documents to prospective clients

Allow me to upload documents to prospective clients.

Guest over 1 year ago in Clients & Groups 1 Future consideration

2 VOTE

Copy place of service from last note when copying note from previous session

When I copy a progress note from the previous session, have the place of service copy forward rather than defaulting to the default POS.

Guest over 1 year ago in Notes & Cases 1 Future consideration

10 VOTE

Reminders/alerts for important life/therapy events

Allow me to create alerts/reminders for a client's anniversaries (death of a loved one, sobriety date, etc.) or therapy milestones ( 3 months of treatments, 24 months, etc.).

Guest almost 7 years ago in Clients & Groups 3 Future consideration

7 VOTE

Option to open new case when unarchiving client

When unarchiving a client a new case is automatically opened, but sometimes we don't need a new case we want to open the previously closed case. Allow me the option to either open a new case or open a previously closed case when unarchiving a client.

Guest almost 5 years ago in Clients & Groups 0 Future consideration

5 VOTE

Indicate if no credit card is on file

When accepting payment and selecting Credit/Debit Card, indicate if there is no credit card on file. We've had therapists accidentally select this thinking they are charging the client's credit card and then we have a discrepancy with the credit c...

Guest over 3 years ago in Billing & Payments 1 Future consideration

6 VOTE

Assign staff to case when appointment is scheduled

Have the staff member automatically assigned to a client's case when the appointment is scheduled so that we don't have to add them manually and so it doesn't create a duplicate case when the staff creates a progress note.

Guest about 4 years ago in Notes & Cases 0 Future consideration

2 VOTE

Easier searching of the knowledge base

Make it easier to search for an article when viewing the knowledge base.

Guest over 1 year ago in Practice Management & Administration 0 Future consideration

4 VOTE

Add Medicaid ID field to client's insurance

When adding a payer for a client create a new field to enter the Medicaid ID or Medicare MBI number as this is a different number outside of the Plan ID or Group ID.

Guest over 2 years ago in Billing & Payments 1 Future consideration

3 VOTE

Send a copy of a client's statement to other staff members

When sending a statement to a client, allow me to send a copy to any staff member that's assigned to the client.

Guest about 2 years ago in Billing & Payments 0 Future consideration

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